See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,510 | $106,749-84.5% | $145,433-88.6% | $82,448-80.0% |
| Participation rate | 88.9% | 75.6%+13.2pp | 82.1%+6.8pp | 68.1%+20.8pp |
| Annual return | 39.71% | 27.59%+12.1pp | 66.58%-26.9pp | 41.64%-1.9pp |
| Employer contribution / active EE | $1,936 | $3,444-43.8% | $4,554-57.5% | $2,551-24.1% |
| Participant deferral / active EE | $4,260 | $6,519-34.6% | $7,897-46.1% | $4,139+2.9% |
| Admin fee / account holder | $86 | $8,390-99.0% | $13,129-99.3% | $7,234-98.8% |